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Product Number Title Revision Date Posted Date
Form 5307 Application for Determination for Adopters of Modified Volume Submitter Plans (Info Copy Only) Jun 2014 06/29/2023
Instruction 5307 Instructions for Form 5307, Application for Determination for Adopters of Modified Volume Submitter Plans Jun 2023 06/01/2023
Form 5308 Request for Change in Plan/Trust Year Nov 2019 11/13/2019
Form 5309 Application for Determination of Employee Stock Ownership Plan Jan 2012 07/17/2012
Form 5310 Application for Determination Upon Termination (Info Copy Only) Dec 2013 08/30/2021
Instruction 5310 Instructions for Form 5310, Application for Determination Upon Termination May 2023 05/31/2023
Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business Nov 2010 11/27/2019
Instruction 5310-A Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business Dec 2020 12/18/2020
Form 5316 Application for Group or Pooled Trust Ruling Dec 2021 06/29/2023
Instruction 5316 Instructions for Form 5316, Application for Group or Pooled Trust Ruling May 2023 05/31/2023
Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2023 01/11/2024
Instruction 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2023 01/26/2024
Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Dec 2022 12/28/2022
Instruction 5330 Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans Dec 2023 01/26/2024
Publication 5346 Instructions for Form 8980, Partnership Request for Modification of Imputed Underpayments Under IRC Section 6225(c) Oct 2020 10/30/2020
Publication 5381 Fact Sheet: Filing Form 8888 and Series I Savings Bonds for VITA/TCE Partners Nov 2023 11/06/2023
Publication 5384 Statistics of Income Program Documentation: Data Items by Forms and Schedules Sep 2023 09/27/2023
Publication 5396-A Job Aid for VITA/TCE Volunteers Using Form 4852 when Missing the Form W-2 or 1099-R Jan 2022 03/21/2022
Form 5405 Repayment of the First-Time Homebuyer Credit Nov 2023 11/08/2023
Instruction 5405 Instructions for Form 5405, Repayment of the First-Time Homebuyer Credit Nov 2023 11/13/2023
Publication 5406 Overview of Form 1023 E-Filing Apr 2020 04/22/2020
Form 5434 Joint Board for the Enrollment of Actuaries - Application for Enrollment Nov 2023 11/17/2023
Form 5434-A Joint Board for the Enrollment of Actuaries - Application for Renewal of Enrollment Nov 2023 11/17/2023
Form 5452 Corporate Report of Nondividend Distributions Oct 2018 10/26/2018
Publication 5461-F Use digital signatures to submit IRS forms and review account details on secure portal Nov 2021 11/18/2021
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